Generation Wealth Employee Directory
Financial ServicesLouisiana, United States2-10 Employees
Generation Wealth is a family-owned wealth management firm based in Lake Charles, Louisiana. The team leverages more than four decades of experience in financial services to help modern professionals, business owners, and families align their money with their life and build wealth. It presents itself as a partner through all stages of its clients’ lives. Securities are offered through LPL Financial, a member of SIPC, while advisory services are provided by NewEdge Advisors, LLC, a registered investment adviser; the two entities are separate from Generation Wealth. This structure situates the firm within the financial services industry and indicates its regulatory and service relationships while clearly identifying its Lake Charles base.